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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,518 | $165,381-60.4% | $149,730-56.2% | $158,966-58.8% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 7.35% | 348.29%-340.9pp | 276.70%-269.3pp | 302.95%-295.6pp |
| Employer contribution / active EE | $1,277 | $5,104-75.0% | $4,645-72.5% | $4,762-73.2% |
| Participant deferral / active EE | $8,726 | $7,182+21.5% | $6,843+27.5% | $5,983+45.8% |
| Admin fee / account holder | $15,846 | $10,809+46.6% | $9,310+70.2% | $11,250+40.9% |